See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,244 | $144,119-64.4% | $117,854-56.5% | $147,584-65.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 21.57% | 531.15%-509.6pp | 335.08%-313.5pp | 578.55%-557.0pp |
| Employer contribution / active EE | $5,640 | $4,896+15.2% | $3,786+49.0% | $4,876+15.7% |
| Participant deferral / active EE | $3,692 | $5,316-30.5% | $4,482-17.6% | $5,439-32.1% |
| Admin fee / account holder | $2,430 | $10,886-77.7% | $8,020-69.7% | $10,885-77.7% |